This help centre article covers the set-up of standard and admin users for purposes administering visa holders.
To understand how to add visa holders, please see these articles.
1. Users
2. Active Users Tab | Add User
3. Complete the details:
- Email address: must be valid - an email will be sent to this address before verifying the account;
- First Name;
- Last Name;
- Position;
- Phone: important for clients utilising Two Factor Authentication
- User Type:
- Admin: has access to all account and user set-ups and all features of vSure;
- User: has limited access, including the ability to add/manage visa holders and receive scheduled reports;
- Expiry Date: can be used for temporary staff or management of staff access over time;
4. Select Save
On save:
- A user is added to the "Inactives" tab;
- The user is emailed a verification to: click on a link; create a password; and login for the first time;
Once the user has clicked on the verification link, created password and logged in, they will move automatically to the "Active" users tab.
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